2023 Form 5500 filing — Q Analysts, LLC 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015205954NAL0059645138001) for Q Analysts, LLC 401(K) Plan, reported by Q Analysts, LLC under EIN 51-0465505 and plan number 001. It reports 388 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants388
Provider compensation$48.3K2 Schedule C row(s)$48,279
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015205954NAL0059645138001
Plan sponsor
Q Analysts, LLC
EIN
51-0465505
Plan number
001
Location
Santa Clara, CA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions$3.7M
Total expenses$2.1M
Benefits paid / distributions$2M
Contributions
Employer$290.5K
Participant$1.8M
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$290,497
Participant contributions
$1,828,397
Total income / additions
$3,668,311
Benefits paid
$2,044,999
Administrative expenses
$49,204
Total expenses
$2,095,184
Net increase / (decrease)
$1,573,127

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$27,164$0
Baybridge Capital Group LLCADVISOR$21,115not reported in the loaded dataset

Related Form 5500 pages